Wealth & Insurance Client Service Associate
LPL Financial LLC
LPL Financial is seeking a Registered Client Service Associate in Newport Beach, CA. The role provides primary client contact and comprehensive administrative support within a financial advisor’s practice, ensuring accurate account setup and regulatory compliance. The ideal candidate has 3+ years in client-facing financial services, with Series 7/66 licenses and life insurance experience, and thrives in a fast-paced, team-oriented environment while delivering exceptional client service. #J-18808-Ljbffr LPL Financial LLC
Vacancy posted 1 day ago
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